Every stock trade disclosed by Congress

Since the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.

1. Filed Apr 12, 20222 trades in this report
   • sold MFC Manulife Financial
     Traded Apr 5, 2022 · disclosed 7 days later
     $1,001 - $15,000
     Since the trade+107.9% since the saleEstimated exit price $21.47, close on Tue Apr 5, 2022Current price $44.63, close on Fri Oct 30
   • sold PBCT People's United Financial
     Traded Mar 3, 2022 · disclosed 40 days later
     $15,001 - $50,000
     Since the traden/aPrice history ends Apr 1, 2022
2. Filed Nov 16, 202021 trades in this report
   • bought Franklin Growth Fund Advantage FundSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Franklin International Growth Advisor Class Other assetSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Franklin Small Cap Growth Fund FundSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   Show the other 18 trades in this reportShow fewer

   • bought Templeton Developing Markets Trust Other assetSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Goldman Sachs International Equity Insights Other assetSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • bought JP Morgan Mortgage Backed Securities Other assetSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • sold Wcm Focused International Growth Other assetSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • sold T Rowe Price Blue Chip Growth Other assetSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • sold Loomis Sayles Senior Float Rate Other assetSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • bought VEA Vanguard FTSE Developed Markets ETF FundSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • bought VWO Vanguard FTSE Emerging Markets ETF FundSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • bought VOO Vanguard S&P 500 ETF FundSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $15,001 - $50,000
     Since the traden/a
   • sold SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF FundSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • bought FLCO Franklin Liberty Investment Grade Corporate ETF FundSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • bought FLQL Franklin Libertyq U.S. Equity ETF FundSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Franklin Small Cap Value Fund FundSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • sold Pimco FDS Income Institutional Other assetSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $15,001 - $50,000
     Since the traden/a
   • bought FLCB Franklin Liberty U.S. Core Bond ETF FundSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • sold AAPL Apple Spouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the trade+189.6% since the saleEstimated exit price $119.02, close on Fri Oct 16, 2020Current price $344.63, close on Fri Oct 30
   • sold Federated Mdt Small Cap Growth Other assetSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • bought GOVT iShares U.S. Treasury Bond ETF FundSpouse
     Traded Oct 16, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a

   Back to the top of this report

3. Filed Nov 6, 202035 trades in this report
   • sold Wcm Focused Int'l Growth Other assetSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • sold Goldman Sachs Dynamic Muni Income Fund FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Blackrock National Municipal Fund - Manlx FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   Show the other 32 trades in this reportShow fewer

   • bought Blackrock Advantage Large Cap - Malrx Other assetSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Blackrock Emerging Markets Fund - Madcx FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Blackrock Technologies Opportunity Fund - Bgsix FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Pimco Municipal Bond Fund - Pmupx BondSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • sold VIG Vanguard Div Appreciation ETF FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • sold ET Energy Transfer Spouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the trade+254.5% since the saleEstimated exit price $5.89, close on Fri Oct 9, 2020Current price $20.88, close on Thu Oct 29
   • sold BABA Alibaba Group Holding Spouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $15,001 - $50,000
     Since the trade-67.3% since the saleEstimated exit price $299.74, close on Fri Oct 9, 2020Current price $98.04, close on Fri Oct 30
   • sold DIV Global X Super Dividend ETF FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • sold IDV iShares International Select Dividend ETF FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • sold Pimco Investments Income Inst'l Other assetSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $15,001 - $50,000
     Since the traden/a
   • sold F Ford Motor Spouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the trade+68.7% since the saleEstimated exit price $7.25, close on Fri Oct 9, 2020Current price $12.23, close on Fri Oct 30
   • bought VLUE iShares MSCI USA Value Factor ETF FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • sold EVV Eaton Vance Limited Duration Income Fund FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • sold DSU Blackrock Debt Strategies Fund FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • sold VTI Vanguard Total Stock Market ETF FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • bought ESGU iShares Esg Aware MSCI USA ETF FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • bought USMV iShares MSCI USA Min Vol Factor ETF FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • sold BTZ Blackrock Credit Allocation Income Trust Spouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • bought EFG iShares MSCI EAFE Growth ETF FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • bought IEF iShares 7-10 Year Treasury Bond ETF FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • bought TLT iShares 20+ Year Treasury Bond ETF FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Hartford Core Equity Fund - Hgiix FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $15,001 - $50,000
     Since the traden/a
   • bought XSOE Wisdomtree Emerging Markets Ex-State Owned Enterprises Fund FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Blackrock High Yield Municipal Fund - Mayhx FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • bought IJR iShares Core S&P Small-Cap ETF FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • bought IVV iShares Core S&P 500 ETF FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $15,001 - $50,000
     Since the traden/a
   • sold PUTW Wisdomtree Cboe S&P 500 Putwrite Strategy Fund FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends May 1, 2025
   • bought IEFA iShares Core MSCI EAFE ETF FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • sold Nintendo Co Ltd ADR Spouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $15,001 - $50,000
     Since the traden/a
   • sold SRLN SPDR Blackstone Gso Senior Loan ETF FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • bought IHI iShares U.S. Medical Devices ETF FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • sold Rivernorth Funds Doubleline Strategic Income FundSpouse
     Traded Oct 9, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a

   Back to the top of this report · All 35 trades on Joe Courtney's page

4. Filed Aug 27, 202059 trades in this report
   • sold American Tower Other assetSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • sold Pimco Income Fund FundSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • sold Ab Global Bond BondSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   Show the other 56 trades in this reportShow fewer

   • sold Ab High Income Other assetSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • sold Fidelity Advisor Total Bond BondSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Brown Advantage Sustainable Growth Other assetSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $15,001 - $50,000
     Since the traden/a
   • bought Nuveen Esg Large Cap Value Other assetSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $15,001 - $50,000
     Since the traden/a
   • bought Calvert Equity Fund FundSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $15,001 - $50,000
     Since the traden/a
   • bought Calvert US Large Cap Value Responsible Index Other assetSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $15,001 - $50,000
     Since the traden/a
   • bought Tiaa-Cref Impact Bond BondSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $15,001 - $50,000
     Since the traden/a
   • bought Brown Advantage Sustainable Growth Other assetSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Delaware Small Cap Core Other assetSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Ish USD High Yield Corporate Bond BondSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Delaware Corporate Bond BondSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Tiaa-Cref Core Impact Bond BondSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • bought SPDR Bloomberg Barclays 1-3 Month T-Bill FundSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Cra Qualified Investment Fund FundSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Cra Qualified Investment Fund FundSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • bought iShares US Treasury Bond FundSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Delaware Small Cap Core Fund FundSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Vanguard Total International Bond FundSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • sold CVX Chevron Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+171.3% since the saleEstimated exit price $86.80, close on Fri Aug 7, 2020Current price $235.52, close on Fri Oct 30
   • sold AMZN Amazon.com Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $15,001 - $50,000
     Since the trade+51.8% since the saleEstimated exit price $3,167.40, close on Fri Aug 7, 2020$158.37 in today's shares after a 20-for-1 splitCurrent price $240.35, close on Fri Oct 30
   • sold SHW Sherwin-Williams Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+51.9% since the saleEstimated exit price $656.73, close on Fri Aug 7, 2020$218.91 in today's shares after a 3-for-1 splitCurrent price $332.61, close on Fri Oct 30
   • sold TFC Truist Financial Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+24.9% since the saleEstimated exit price $39.06, close on Fri Aug 7, 2020Current price $48.79, close on Fri Oct 30
   • sold JPM JPMorgan Chase Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+239.1% since the saleEstimated exit price $99.38, close on Fri Aug 7, 2020Current price $337.04, close on Fri Oct 30
   • sold HON Honeywell International Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • sold MCHP Microchip Technology Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+56.3% since the saleEstimated exit price $98.98, close on Fri Aug 7, 2020$49.49 in today's shares after a 2-for-1 splitCurrent price $77.34, close on Fri Oct 30
   • sold C Citigroup Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+135.3% since the saleEstimated exit price $52.12, close on Fri Aug 7, 2020Current price $122.64, close on Fri Oct 30
   • sold WMT Walmart Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+185.1% since the saleEstimated exit price $129.96, close on Fri Aug 7, 2020$43.32 in today's shares after a 3-for-1 splitCurrent price $123.51, close on Fri Oct 30
   • sold TMO Thermo Fisher Scientific Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+68.2% since the saleEstimated exit price $414.33, close on Fri Aug 7, 2020Current price $697.00, close on Fri Oct 30
   • sold HD Home Depot Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+21.2% since the saleEstimated exit price $271.64, close on Fri Aug 7, 2020Current price $329.20, close on Fri Oct 30
   • sold ANTM Elevance Health Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/aNow trading as ELV
   • sold ABT Abbott Laboratories Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+4.9% since the saleEstimated exit price $101.23, close on Fri Aug 7, 2020Current price $106.20, close on Fri Oct 30
   • sold MSFT Microsoft Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+145.6% since the saleEstimated exit price $212.48, close on Fri Aug 7, 2020Current price $521.91, close on Fri Oct 30
   • sold GOOGL Alphabet Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+273.5% since the saleEstimated exit price $1,498.40, close on Fri Aug 7, 2020$74.92 in today's shares after a 20-for-1 splitCurrent price $279.84, close on Fri Oct 30
   • sold AAPL Apple Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+210.2% since the saleEstimated exit price $444.44, close on Fri Aug 7, 2020$111.11 in today's shares after a 4-for-1 splitCurrent price $344.63, close on Fri Oct 30
   • sold BLK BlackRock Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+95.1% since the saleEstimated exit price $588.19, close on Fri Aug 7, 2020Current price $1,147.54, close on Fri Oct 30
   • sold BLL Ball Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/aNow trading as BALL
   • sold COF Capital One Financial Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+211.6% since the saleEstimated exit price $65.75, close on Fri Aug 7, 2020Current price $204.85, close on Fri Oct 30
   • sold COST Costco Wholesale Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+196.9% since the saleEstimated exit price $340.91, close on Fri Aug 7, 2020Current price $1,012.28, close on Fri Oct 30
   • sold CSCO Cisco Systems Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+120.3% since the saleEstimated exit price $47.43, close on Fri Aug 7, 2020Current price $104.51, close on Fri Oct 30
   • sold DHR Danaher Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • sold DIS Walt Disney Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade-14.6% since the saleEstimated exit price $129.93, close on Fri Aug 7, 2020Current price $110.94, close on Fri Oct 30
   • sold FISV Fiserv Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade-51.9% since the saleEstimated exit price $103.91, close on Fri Aug 7, 2020Current price $50.02, close on Fri Oct 30
   • sold HLT Hilton Worldwide Holdings Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+326.6% since the saleEstimated exit price $83.70, close on Fri Aug 7, 2020Current price $357.03, close on Fri Oct 30
   • sold KDP Keurig Dr Pepper Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+21.0% since the saleEstimated exit price $29.63, close on Fri Aug 7, 2020Current price $35.84, close on Fri Oct 30
   • sold LMT Lockheed Martin Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+65.2% since the saleEstimated exit price $385.62, close on Fri Aug 7, 2020Current price $636.95, close on Fri Oct 30
   • sold NEE NextEra Energy Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+16.4% since the saleEstimated exit price $287.76, close on Fri Aug 7, 2020$71.94 in today's shares after a 4-for-1 splitCurrent price $83.71, close on Fri Oct 30
   • sold PEP PepsiCo Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+0.4% since the saleEstimated exit price $136.74, close on Fri Aug 7, 2020Current price $137.34, close on Fri Oct 30
   • sold PLD Prologis Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+21.9% since the saleEstimated exit price $105.07, close on Fri Aug 7, 2020Current price $128.06, close on Fri Oct 30
   • sold ROST Ross Stores Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+155.2% since the saleEstimated exit price $89.44, close on Fri Aug 7, 2020Current price $228.28, close on Fri Oct 30
   • sold STZ Constellation Brands Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade-21.4% since the saleEstimated exit price $172.27, close on Fri Aug 7, 2020Current price $135.33, close on Fri Oct 30
   • sold UNP Union Pacific Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+66.2% since the saleEstimated exit price $182.93, close on Fri Aug 7, 2020Current price $304.00, close on Fri Oct 30
   • sold V Visa Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+110.6% since the saleEstimated exit price $196.36, close on Fri Aug 7, 2020Current price $413.59, close on Fri Oct 30
   • sold ZTS Zoetis Spouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade-49.8% since the saleEstimated exit price $158.88, close on Fri Aug 7, 2020Current price $79.72, close on Fri Oct 30
   • sold Guggenheim Total Return Other assetSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • bought iShares MSCI Em Esg Optimized FundSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $1,001 - $15,000
     Since the traden/a
   • bought iShares Trust MSCI EAFE Esg Optimized FundSpouse
     Traded Aug 7, 2020 · disclosed 20 days later
     $15,001 - $50,000
     Since the traden/a

   Back to the top of this report · All 59 trades on Joe Courtney's page

5. Filed Jul 29, 202046 trades in this report
   • sold CB Chubb Spouse
     Traded Jun 2, 2020 · disclosed 57 days later
     $1,001 - $15,000
     Since the trade+199.2% since the saleEstimated exit price $121.70, close on Tue Jun 2, 2020Current price $364.12, close on Fri Oct 30
   • bought CVX Chevron Spouse
     Traded May 13, 2020 · disclosed 77 days later
     $1,001 - $15,000
     Since the trade+165.5% since the tradeEstimated entry price $88.70, close on Wed May 13, 2020Current price $235.52, close on Fri Oct 30
   • bought FISV Fiserv Spouse
     Traded May 1, 2020 · disclosed 89 days later
     $1,001 - $15,000
     Since the trade-50.1% since the tradeEstimated entry price $100.25, close on Fri May 1, 2020Current price $50.02, close on Fri Oct 30
   Show the other 43 trades in this reportShow fewer

   • bought BLL Ball Spouse
     Traded May 1, 2020 · disclosed 89 days later
     $1,001 - $15,000
     Since the traden/aNow trading as BALL
   • sold TOT Total Spouse
     Traded May 1, 2020 · disclosed 89 days later
     $1,001 - $15,000
     Since the traden/a
   • bought HLT Hilton Worldwide Holdings Spouse
     Traded Mar 27, 2020 · disclosed 124 days later
     $1,001 - $15,000
     Since the trade+416.3% since the tradeEstimated entry price $69.15, close on Fri Mar 27, 2020Current price $357.03, close on Fri Oct 30
   • sold KDP Keurig Dr Pepper Spouse
     Traded Mar 25, 2020 · disclosed 126 days later
     $1,001 - $15,000
     Since the trade+43.4% since the saleEstimated exit price $25.00, close on Wed Mar 25, 2020Current price $35.84, close on Fri Oct 30
   • bought PEP PepsiCo Spouse
     Traded Mar 18, 2020 · disclosed 133 days later
     $1,001 - $15,000
     Since the trade+13.6% since the tradeEstimated entry price $120.92, close on Wed Mar 18, 2020Current price $137.34, close on Fri Oct 30
   • sold SYY Sysco Spouse
     Traded Mar 18, 2020 · disclosed 133 days later
     $1,001 - $15,000
     Since the trade+165.4% since the saleEstimated exit price $31.24, close on Wed Mar 18, 2020Current price $82.90, close on Fri Oct 30
   • sold NEE NextEra Energy Spouse
     Traded Feb 10, 2020 · disclosed 170 days later
     $1,001 - $15,000
     Since the trade+23.2% since the saleEstimated exit price $271.76, close on Mon Feb 10, 2020$67.94 in today's shares after a 4-for-1 splitCurrent price $83.71, close on Fri Oct 30
   • sold CB Chubb Spouse
     Traded Feb 10, 2020 · disclosed 170 days later
     $1,001 - $15,000
     Since the trade+122.9% since the saleEstimated exit price $163.35, close on Mon Feb 10, 2020Current price $364.12, close on Fri Oct 30
   • bought C Citigroup Spouse
     Traded Feb 10, 2020 · disclosed 170 days later
     $1,001 - $15,000
     Since the trade+56.3% since the tradeEstimated entry price $78.48, close on Mon Feb 10, 2020Current price $122.64, close on Fri Oct 30
   • bought NEE NextEra Energy Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+38.3% since the tradeEstimated entry price $242.16, close on Tue Dec 31, 2019$60.54 in today's shares after a 4-for-1 splitCurrent price $83.71, close on Fri Oct 30
   • bought CB Chubb Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+133.9% since the tradeEstimated entry price $155.66, close on Tue Dec 31, 2019Current price $364.12, close on Fri Oct 30
   • bought TOT Total Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the traden/a
   • bought TMO Thermo Fisher Scientific Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+114.5% since the tradeEstimated entry price $324.87, close on Tue Dec 31, 2019Current price $697.00, close on Fri Oct 30
   • bought TFC Truist Financial Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade-13.4% since the tradeEstimated entry price $56.32, close on Tue Dec 31, 2019Current price $48.79, close on Fri Oct 30
   • bought SYY Sysco Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade-3.1% since the tradeEstimated entry price $85.54, close on Tue Dec 31, 2019Current price $82.90, close on Fri Oct 30
   • bought STZ Constellation Brands Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade-28.7% since the tradeEstimated entry price $189.75, close on Tue Dec 31, 2019Current price $135.33, close on Fri Oct 30
   • bought SHW Sherwin-Williams Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+71.0% since the tradeEstimated entry price $583.53, close on Tue Dec 31, 2019$194.51 in today's shares after a 3-for-1 splitCurrent price $332.61, close on Fri Oct 30
   • bought PLD Prologis Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+43.7% since the tradeEstimated entry price $89.14, close on Tue Dec 31, 2019Current price $128.06, close on Fri Oct 30
   • bought DIS Walt Disney Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade-23.3% since the tradeEstimated entry price $144.63, close on Tue Dec 31, 2019Current price $110.94, close on Fri Oct 30
   • bought AMZN Amazon.com Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+160.1% since the tradeEstimated entry price $1,847.80, close on Tue Dec 31, 2019$92.39 in today's shares after a 20-for-1 splitCurrent price $240.35, close on Fri Oct 30
   • bought MSFT Microsoft Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+231.0% since the tradeEstimated entry price $157.70, close on Tue Dec 31, 2019Current price $521.91, close on Fri Oct 30
   • bought ZTS Zoetis Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade-39.8% since the tradeEstimated entry price $132.35, close on Tue Dec 31, 2019Current price $79.72, close on Fri Oct 30
   • bought MCHP Microchip Technology Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+47.7% since the tradeEstimated entry price $104.72, close on Tue Dec 31, 2019$52.36 in today's shares after a 2-for-1 splitCurrent price $77.34, close on Fri Oct 30
   • bought ANTM Elevance Health Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the traden/aNow trading as ELV
   • bought WMT Walmart Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+211.8% since the tradeEstimated entry price $118.83, close on Tue Dec 31, 2019$39.61 in today's shares after a 3-for-1 splitCurrent price $123.51, close on Fri Oct 30
   • bought ABT Abbott Laboratories Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+22.3% since the tradeEstimated entry price $86.86, close on Tue Dec 31, 2019Current price $106.20, close on Fri Oct 30
   • bought LMT Lockheed Martin Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+63.6% since the tradeEstimated entry price $389.38, close on Tue Dec 31, 2019Current price $636.95, close on Fri Oct 30
   • bought KDP Keurig Dr Pepper Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+23.8% since the tradeEstimated entry price $28.95, close on Tue Dec 31, 2019Current price $35.84, close on Fri Oct 30
   • bought JPM JPMorgan Chase Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+141.8% since the tradeEstimated entry price $139.40, close on Tue Dec 31, 2019Current price $337.04, close on Fri Oct 30
   • bought HON Honeywell International Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the traden/a
   • bought GOOGL Alphabet Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+317.9% since the tradeEstimated entry price $1,339.40, close on Tue Dec 31, 2019$66.97 in today's shares after a 20-for-1 splitCurrent price $279.84, close on Fri Oct 30
   • bought V Visa Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+120.1% since the tradeEstimated entry price $187.90, close on Tue Dec 31, 2019Current price $413.59, close on Fri Oct 30
   • bought UNP Union Pacific Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+68.2% since the tradeEstimated entry price $180.79, close on Tue Dec 31, 2019Current price $304.00, close on Fri Oct 30
   • bought HD Home Depot Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+50.7% since the tradeEstimated entry price $218.38, close on Tue Dec 31, 2019Current price $329.20, close on Fri Oct 30
   • bought DHR Danaher Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the traden/a
   • bought CSCO Cisco Systems Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+117.9% since the tradeEstimated entry price $47.96, close on Tue Dec 31, 2019Current price $104.51, close on Fri Oct 30
   • bought COST Costco Wholesale Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+244.4% since the tradeEstimated entry price $293.92, close on Tue Dec 31, 2019Current price $1,012.28, close on Fri Oct 30
   • bought AAPL Apple Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+369.5% since the tradeEstimated entry price $293.64, close on Tue Dec 31, 2019$73.41 in today's shares after a 4-for-1 splitCurrent price $344.63, close on Fri Oct 30
   • bought AMT American Tower Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade-18.3% since the tradeEstimated entry price $229.82, close on Tue Dec 31, 2019Current price $187.78, close on Fri Oct 30
   • bought ROST Ross Stores Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+96.1% since the tradeEstimated entry price $116.42, close on Tue Dec 31, 2019Current price $228.28, close on Fri Oct 30
   • bought C Citigroup Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+53.5% since the tradeEstimated entry price $79.89, close on Tue Dec 31, 2019Current price $122.64, close on Fri Oct 30
   • bought COF Capital One Financial Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+99.1% since the tradeEstimated entry price $102.91, close on Tue Dec 31, 2019Current price $204.85, close on Fri Oct 30
   • bought BLK BlackRock Spouse
     Traded Dec 31, 2019 · disclosed 211 days later
     $1,001 - $15,000
     Since the trade+128.3% since the tradeEstimated entry price $502.70, close on Tue Dec 31, 2019Current price $1,147.54, close on Fri Oct 30

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